AWM

Apollon Wealth Management Portfolio holdings

AUM $5.62B
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.34B
AUM Growth
+$800M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,281
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$44.3M
3
+$37.1M
4
AAPL icon
Apple
AAPL
+$36.2M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$31.4M

Top Sells

1
+$17.1M
2
+$14.3M
3
+$14.3M
4
IYW icon
iShares US Technology ETF
IYW
+$13.5M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.87M

Sector Composition

1 Technology 17.2%
2 Financials 7.43%
3 Consumer Discretionary 5.28%
4 Industrials 4.24%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$359K 0.01%
8,344
+117
877
$359K 0.01%
1,323
-51
878
$358K 0.01%
5,588
-1,353
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$357K 0.01%
1,430
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$357K 0.01%
15,421
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881
$356K 0.01%
18,300
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$355K 0.01%
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883
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28,740
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35,024
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$341K 0.01%
18,935
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$338K 0.01%
2,857
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900
$337K 0.01%
15,329
34 35
36
37 38